| Blue Chip Partners, Inc. | 520 | $288.8K | 0.03% | +1+0.2% | Added |
| Westover Capital Advisors, LLC | 511 | $284.0K | 0.08% | −3−0.6% | Reduced |
| TFB Advisors LLC | 523 | $284.0K | 0.10% | +523 | New |
| Saturna Capital CORP | 510 | $283.5K | 0.00% | +10+2.0% | Added |
| Keynote Financial Services LLC | 510 | $283.5K | 0.24% | +510 | New |
| Trueblood Wealth Management, LLC | 508 | $282.3K | 0.16% | +508 | New |
| Monument Capital Management | 507 | $281.8K | 0.08% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 506 | $281.2K | 0.02% | −3−0.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 504 | $280.3K | 0.05% | +80+18.9% | Added |
| Fermata Advisors, LLC | 503 | $279.8K | 0.06% | +503 | New |
| Maripau Wealth Management LLC | 501 | $278.5K | 0.21% | +9+1.8% | Added |
| Delta Investment Management, LLC | 501 | $278.5K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 501 | $278.4K | 0.01% | +54+12.1% | Added |
| RBF Capital, LLC | 500 | $277.9K | 0.02% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 500 | $277.9K | 0.04% | +500 | New |
| Morningstar Investment Services LLC | 497 | $277.0K | 0.00% | −233−31.9% | Reduced |
| Soltis Investment Advisors LLC | 497 | $276.1K | 0.03% | +27+5.7% | Added |
| Jacobi Capital Management LLC | 492 | $273.5K | 0.03% | −1−0.2% | Reduced |
| Lockerman Financial Group, Inc. | 492 | $273.4K | 0.52% | +492 | New |
| Wolverine Trading, LLC | 489 | $271.8K | 0.00% | −72−12.8% | Reduced |
| Gleason Group, Inc. | 488 | $271.4K | 0.06% | +1+0.2% | Added |
| Cascade Financial Partners, LLC | 483 | $265.8K | 0.04% | +483 | New |
| Aviance Capital Partners, LLC | 478 | $265.7K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 477 | $265.1K | 0.02% | +33+7.4% | Added |
| Integral Investment Advisors, Inc. | 474 | $264.5K | 0.11% | +474 | New |
| CenterBook Partners LP | 474 | $263.4K | 0.02% | +474 | New |
| Maltin Wealth Management, Inc. | 473 | $263.0K | 0.15% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 471 | $261.8K | 0.13% | −109−18.8% | Reduced |
| Five Oceans Advisors | 471 | $261.8K | 0.13% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 487 | $260.4K | 0.12% | +487 | New |
| Commerzbank Aktiengesellschaft | 466 | $259.0K | 0.01% | +466 | New |
| Financial Insights, Inc. | 466 | $259.0K | 0.07% | 00.0% | Unchanged |
| Financial Management Network Inc | 464 | $257.8K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 464 | $257.7K | 0.03% | +464 | New |
| Empower Advisory Group, LLC | 462 | $256.8K | 0.00% | +462 | New |
| Washington Trust Bank | 460 | $255.7K | 0.02% | −465−50.3% | Reduced |
| Leonteq Securities AG | 460 | $255.7K | 0.03% | −17−3.6% | Reduced |
| Aveo Capital Partners, LLC | 474 | $254.1K | 0.03% | +474 | New |
| Gsa Capital Partners LLP | 457 | $254.0K | 0.02% | −58−11.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 456 | $253.4K | 0.06% | −25−5.2% | Reduced |
| True Wealth Design, LLC | 455 | $252.9K | 0.06% | +2+0.4% | Added |
| Claret Asset Management Corp | 454 | $252.0K | 0.04% | −28−5.8% | Reduced |
| Clear Creek Financial Management, LLC | 453 | $251.8K | 0.03% | +453 | New |
| Sivia Capital Partners, LLC | 453 | $251.8K | 0.17% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 453 | $251.8K | 0.02% | −23−4.8% | Reduced |
| REDW Wealth LLC | 450 | $250.1K | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 449 | $249.6K | 0.04% | +449 | New |
| Chicago Partners Investment Group LLC | 452 | $248.7K | 0.01% | +452 | New |
| First Business Financial Services, Inc. | 445 | $247.3K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 444 | $246.8K | 0.06% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 444 | $246.8K | 0.08% | +444 | New |
| M&R Capital Management Inc | 443 | $246.3K | 0.06% | +318+254.4% | Added |
| Bullock Wealth Management Group | 447 | $246.2K | 0.17% | +447 | New |
| Cambridge Trust Co | 440 | $244.5K | 0.01% | +44+11.1% | Added |
| Delap Wealth Advisory, LLC | 436 | $242.3K | 0.10% | +436 | New |
| First Affirmative Financial Network | 435 | $241.9K | 0.18% | +435 | New |
| Brown Brothers Harriman & Co | 435 | $241.8K | 0.00% | 00.0% | Unchanged |
| Becker Capital Management Inc | 435 | $241.8K | 0.01% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 435 | $241.8K | 0.09% | +435 | New |
| Moneta Group Investment Advisors LLC | 433 | $240.7K | 0.00% | +433 | New |
| FineMark National Bank & Trust | 432 | $240.1K | 0.01% | +432 | New |
| Liberty Capital Management, Inc. | 431 | $239.5K | 0.06% | +431 | New |
| Modera Wealth Management, LLC | 430 | $239.0K | 0.00% | +430 | New |
| Hudson Value Partners, LLC | 430 | $239.0K | 0.10% | +430 | New |
| Fractal Investments LLC | 430 | $239.0K | 0.04% | +430 | New |
| Peachtree Investment Partners, LLC | 429 | $238.4K | 0.10% | +429 | New |
| Centric Wealth Management | 437 | $238.1K | 0.08% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 427 | $237.3K | 0.10% | +427 | New |
| First Western Trust Bank | 425 | $236.2K | 0.01% | +425 | New |
| Peoples Bank | 424 | $235.7K | 0.13% | +424 | New |
| Convergence Investment Partners, LLC | 422 | $235.0K | 0.09% | +422 | New |
| Courier Capital LLC | 419 | $232.9K | 0.02% | −20−4.6% | Reduced |
| Aprio Wealth Management, LLC | 413 | $229.5K | 0.04% | +413 | New |
| Parkside Financial Bank & Trust | 410 | $227.9K | 0.04% | +31+8.2% | Added |
| Piscataqua Savings Bank | 410 | $227.9K | 0.20% | +10+2.5% | Added |
| Cedrus LLC | 409 | $227.3K | 0.12% | −46−10.1% | Reduced |
| Trust Investment Advisors | 409 | $227.3K | 0.16% | +409 | New |
| Roberts Glore & Co Inc | 409 | $227.2K | 0.07% | +409 | New |
| Klingman & Associates, LLC | 407 | $226.2K | 0.02% | +407 | New |
| Allworth Financial LP | 407 | $226.0K | 0.00% | +37+10.0% | Added |
| Evermay Wealth Management LLC | 406 | $225.7K | 0.03% | −139−25.5% | Reduced |
| CVA Family Office, LLC | 406 | $225.7K | 0.04% | +1+0.2% | Added |
| Auxano Advisors, LLC | 402 | $223.4K | 0.07% | +402 | New |
| Green Harvest Asset Management LLC | 401 | $222.9K | 0.01% | +401 | New |
| Newbridge Financial Services Group, Inc. | 400 | $222.5K | 0.10% | +334+506.1% | Added |
| Alta Advisers Ltd | 400 | $222.3K | 0.11% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 400 | $222.3K | 0.03% | +400 | New |
| J. W. Coons Advisors, LLC | 400 | $222.3K | 0.05% | +400 | New |
| Spirepoint Private Client, LLC | 400 | $222.3K | 0.03% | +400 | New |
| Ostrum Asset Management | 398 | $221.2K | 0.02% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 398 | $221.0K | 0.01% | +398 | New |
| Capital Advisors Inc | 397 | $220.6K | 0.00% | +397 | New |
| Crestmont Private Wealth LLC | 396 | $220.1K | 0.11% | +396 | New |
| Blue Barn Wealth, LLC | 395 | $219.5K | 0.12% | +395 | New |
| Meeder Asset Management Inc | 393 | $218.4K | 0.01% | +393 | New |
| Plante Moran Financial Advisors, LLC | 392 | $217.9K | 0.02% | +4+1.0% | Added |
| Legacy Advisors, LLC | 392 | $217.9K | 0.03% | +392 | New |
| Aire Advisors, LLC | 390 | $217.3K | 0.05% | +390 | New |
| Jupiter Wealth Management LLC | 390 | $216.4K | 0.11% | +390 | New |
| Prelude Capital Management, LLC | 388 | $215.6K | 0.01% | −391−50.2% | Reduced |
